Insight Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Insight Wealth Partners’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Sell	2,439 -414	-15%	-$36.9K	0.03%	118
2025 Q4	$225K	Sell	2,853 -1,924	-40%	-$151K	0.03%	107
2025 Q3	$382K	Buy	4,777 +9	+0.2%	+$768	0.12%	79
2025 Q2	$433K	Sell	4,768 -116	-2%	-$10.6K	0.17%	73
2025 Q1	$458K	Sell	4,884 -26	-0.5%	-$2.33K	0.08%	75
2024 Q4	$446K	Buy	4,910 +26	+0.5%	+$2.48K	0.06%	71
2024 Q3	$507K	Buy	4,884 +5	+0.1%	+$510	0.1%	69
2024 Q2	$473K	Hold	4,879	–	–	0.08%	64
2024 Q1	$439K	Buy	4,879 +125	+3%	+$10.6K	0.08%	63
2023 Q4	$379K	Hold	4,754	–	–	0.07%	57
2023 Q3	$338K	Hold	4,754	–	–	0.07%	57
2023 Q2	$366K	Hold	4,754	–	–	0.08%	55
2023 Q1	$357K	Hold	4,754	–	–	0.08%	45
2022 Q4	$375K	Hold	4,754	–	–	0.28%	38
2022 Q3	$334K	Hold	4,754	–	–	0.32%	42
2022 Q2	$381K	Hold	4,754	–	–	0.29%	42
2022 Q1	$360K	Hold	4,754	–	–	0.2%	51
2021 Q4	$406K	Buy	+4,754	New	+$371K	0.08%	55

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Insight Wealth Partners's CL Position: Q1 2026 in Review

Insight Wealth Partners reduced its Colgate-Palmolive (CL) stake by 15% in Q1 2026, selling an estimated $36.9K and leaving 2,439 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #118.

Insight Wealth Partners first reported a position in CL in Q4 2021 and has held it in 18 quarters since. The position peaked at $507K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Insight Wealth Partners held 2,439 shares of Colgate-Palmolive worth $208K as of Q1 2026.
Insight Wealth Partners sold 414 Colgate-Palmolive shares in Q1 2026, an estimated $36.9K.
Colgate-Palmolive made up 0.03% of Insight Wealth Partners's portfolio in Q1 2026, its #118 holding.
Insight Wealth Partners first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 18 quarters since.
Insight Wealth Partners's Colgate-Palmolive position peaked at $507K in Q3 2024.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.